Wills Planner Access

Welcome to the Wills Planner. The wills planner is a step-by-step guide to planning your estate. Complete the information on your family, estate and goals using our secure online server. You can then save your information and provide it to your attorney to complete your estate plan.

Getting started is easy. Just click on the "Create a New Account" button below and you'll be given instructions on how to proceed.

This unique tool makes creating a will easy and allows you to do it at your own pace. You can save your personal information at any point in the process and return to your account at your own convenience.

If you have questions or want help getting started, you can call a Heritage planned giving expert at 1(800) 409-2003 or follow the instructions to give an estate attorney access to your secure information.